Filed July 9, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $135,355 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL Service code 28 · EIN 26-2061505 | Investment Management | $26,748 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,735 | $71,142+44.4% | $119,609-14.1% | $64,808+58.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.3%+20.7pp | 71.5%+28.5pp |
| Annual return | -17.01% | -10.01%-7.0pp | -14.97%-2.0pp | 32.82%-49.8pp |
| Employer contribution / active EE | $13,019 | $2,497+421.3% | $4,232+207.6% | $2,506+419.6% |
| Participant deferral / active EE | $11,052 | $4,490+146.2% | $5,602+97.3% | $4,310+156.4% |
| Admin fee / account holder | $107 | $162-34.1% | $10,323-99.0% | $188-43.1% |